Customer Service Representative

About the role

We're hiring a dependable and service-oriented Customer Service Representative (CSR) to support our commercial trucking clients with care, accuracy, and efficiency.

Responsibilities

• Processing policy endorsements, cancellations, certificates of insurance, binders, and billing documentation
• Reviewing and updating policy documents to ensure accuracy and resolve discrepancies
• Providing responsive and thoughtful customer service to commercial insurance clients
• Staying current on carrier products, underwriting guidelines, and TPI procedures
• Working closely with producers and underwriters to ensure client needs are met quickly and thoroughly
• Aiding with document management and supporting client communications in a timely, professional manner

Requirements

• A minimum of 2 years of experience in a commercial lines CSR or account support role at a retail agency/broker (trucking focus preferred)
• A valid Arizona resident Property & Casualty license (or ability to obtain prior to start)
• A customer-focused attitude with a positive and solution-oriented approach
• A clear and compassionate communicator who can handle multiple tasks with care
• A team player who thrives in a collaborative setting and is eager to learn
• A calm, professional presence to client interactions and internal conversations
• Strong written and verbal communication skills, with the ability to build rapport with truckers, brokers, and underwriters
• Tech-savvy and comfortable with agency management systems (Applied Epic) and the Microsoft Office Suite
• A self-motivated individual with excellent organizational skills and attention to detail